Financial planning is like a chess game – you need to think several moves ahead! Talis has spent the last 30 years helping build careers in the financial services profession. We are one family comprising 4 teams:
- Adviser support – which processes our new business and withdrawals, deals with policy changes and fund switches
- Review – which supports our senior team’s client review process
- Paraplanning – conducts research, suggests solutions and writes client reports
- Our advisers – building great client relationships and solving client problems
Over the last 2 years we have grown from 20 people to 30 and because of that growth we have exciting opportunities in our adviser support and paraplanning teams. We are always looking for quality advisers!
There are links with more details on the right but if you’d like to find out more call Simon on the numbers above or fill in the contact form – we’d love to hear from you. It’s a great place to learn, to grow and to work.
Consider Talis IFA for your next move.